SFS
Summit Financial Strategies’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Hold |
4,052
| – | – | 0.06% | 76 |
|
|
2025
Q1 | $599K | Hold |
4,052
| – | – | 0.06% | 74 |
|
|
2024
Q4 | $582K | Hold |
4,052
| – | – | 0.06% | 73 |
|
|
2024
Q3 | $552K | Hold |
4,052
| – | – | 0.06% | 75 |
|
|
2024
Q2 | $479K | Hold |
4,052
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $503K | Hold |
4,052
| – | – | 0.07% | 79 |
|
|
2023
Q4 | $419K | Hold |
4,052
| – | – | 0.06% | 83 |
|
|
2023
Q3 | $414K | Hold |
4,052
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $394K | Hold |
4,052
| – | – | 0.07% | 81 |
|
|
2023
Q1 | $454K | Hold |
4,052
| – | – | 0.09% | 74 |
|
|
2022
Q4 | $415K | Hold |
4,052
| – | – | 0.09% | 74 |
|
|
2022
Q3 | $363K | Hold |
4,052
| – | – | 0.09% | 77 |
|
|
2022
Q2 | $482K | Hold |
4,052
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $551K | Sell |
4,052
-1,001
| -20% | -$136K | 0.11% | 58 |
|
|
2021
Q4 | $576K | Hold |
5,053
| – | – | 0.11% | 57 |
|
|
2021
Q3 | $577K | Hold |
5,053
| – | – | 0.11% | 56 |
|
|
2021
Q2 | $589K | Buy |
+5,053
| New | +$589K | 0.12% | 55 |
|
|
2020
Q1 | – | Sell |
-3,443
| Closed | -$362K | – | 60 |
|
|
2019
Q4 | $362K | Hold |
3,443
| – | – | 0.18% | 40 |
|
|
2019
Q3 | $402K | Buy |
+3,443
| New | +$402K | 0.19% | 32 |
|
|
2019
Q2 | – | Sell |
-4,515
| Closed | -$388K | – | 60 |
|
|
2019
Q1 | $388K | Sell |
4,515
-490
| -10% | -$42.1K | 0.2% | 29 |
|
|
2018
Q4 | $387K | Buy |
+5,005
| New | +$387K | 0.22% | 32 |
|
|
2018
Q3 | – | Sell |
-5,535
| Closed | -$370K | – | 61 |
|
|
2018
Q2 | $370K | Buy |
+5,535
| New | +$370K | 0.18% | 28 |
|
|
2018
Q1 | – | Sell |
-5,199
| Closed | -$390K | – | 55 |
|
|
2017
Q4 | $390K | Sell |
5,199
-832
| -14% | -$62.4K | 0.2% | 28 |
|
|
2017
Q3 | $462K | Sell |
6,031
-230
| -4% | -$17.6K | 0.27% | 25 |
|
|
2017
Q2 | $454K | Buy |
+6,261
| New | +$454K | 0.27% | 26 |
|
|
2016
Q3 | – | Sell |
-6,797
| Closed | -$509K | – | 45 |
|
|
2016
Q2 | $509K | Sell |
6,797
-100
| -1% | -$7.49K | 0.38% | 20 |
|
|
2016
Q1 | $451K | Hold |
6,897
| – | – | 0.33% | 23 |
|
|
2015
Q4 | $408K | Sell |
6,897
-675
| -9% | -$39.9K | 0.32% | 27 |
|
|
2015
Q3 | $407K | Hold |
7,572
| – | – | 0.34% | 27 |
|
|
2015
Q2 | $380K | Hold |
7,572
| – | – | 0.3% | 30 |
|
|
2015
Q1 | $403K | Buy |
+7,572
| New | +$403K | 0.32% | 25 |
|